United Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), United Wealth Management, LLC reported 24 stock positions worth $444.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 37.7% of the portfolio, followed by Dimensional International (DFIC, 8.3%) and Dimsnl Intr CF in ETF-Usd (DFGX, 8.2%). Compared with Q1 2026, it added to 13 and reduced 7. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +0%) and the biggest sale Dimensional International SM (DISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0002055362
- Portfolio Value
- $444.4M (Q2 2026)
- SEC Filing
- 0002085853-26-000825 ↗ filed Jul 23, 2026
Holdings Value
Holdings 24 stocks · $444.4M
| DFAC Dimensional US Core Equity 2 | 37.68% | 3,775,121 | $167.5M | Add +0.3% |
| DFIC Dimensional International Co. | 8.27% | 986,763 | $36.8M | Add +0.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 8.15% | 676,064 | $36.2M | Add +2.4% |
| DFSV Dimensional US Small Cap Val | 7.89% | 904,345 | $35.1M | Add +0.6% |
| DUHP Dimensional US High Profi Et | 7.40% | 788,373 | $32.9M | Add +1.7% |
| DFGP Dimensional GLBL Core PL Fix | 5.50% | 448,547 | $24.4M | Add +5.8% |
| VGIT Vanguard Intermediate-Term T | 4.87% | 366,726 | $21.6M | Add +0.3% |
| DFAR Dimensional US Real Est ETF | 3.53% | 600,451 | $15.7M | Add +1.0% |
| DISV Dimensional International SM | 2.81% | 310,662 | $12.5M | Reduce -0.3% |
| DIHP Dimensional International Hi | 2.66% | 346,764 | $11.8M | Add +1.5% |
| DFEM Dimensional Emrg MRKT Core | 2.46% | 269,486 | $11.0M | Reduce -1.4% |
| DFCF Dimensional Core Fixed Inc. | 2.18% | 229,619 | $9.7M | Add +1.8% |
| DEHP Dimensional Emrg MRK Hi Prof | 1.62% | 168,388 | $7.2M | Reduce -1.8% |
| DFEV Dimensional Emrg MRKT Val | 1.55% | 161,153 | $6.9M | Reduce -0.8% |
| DFNM Dimensional National Muni BD | 1.50% | 138,321 | $6.7M | Add +3.8% |
| DFAX Dimensional World Ex US Core | 0.74% | 89,067 | $3.3M | Reduce -2.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.56% | 53,273 | $2.5M | Add +3.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.15% | 15,151 | $683K | Add +2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,566 | $559K | No change |
| VT Vanguard Tot World STK ETF | 0.08% | 2,139 | $336K | Reduce -0.1% |
| UAL United Airlines Holdings Inc. | 0.07% | 2,413 | $328K | No change |
| WFC Wells Fargo & Co. | 0.07% | 3,818 | $316K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.06% | 5,336 | $261K | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.05% | 323 | $242K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DISV Dimensional International SM | Reduce -0.3% | 2.81% | −0.25 |
| DFAX Dimensional World Ex US Core | Reduce -2.3% | 0.74% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 0.08% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.8% | 0.06% | +0.00 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.8% | 1.55% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.4% | 2.46% | +0.12 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -1.8% | 1.62% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 37.68% | +1.33 |
| DUHP Dimensional US High Profi Et | Add +1.7% | 7.40% | +0.32 |
| DFSV Dimensional US Small Cap Val | Add +0.6% | 7.89% | +0.06 |
| DFAR Dimensional US Real Est ETF | Add +1.0% | 3.53% | +0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Add +3.0% | 0.56% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.3% | 0.15% | −0.00 |
| DIHP Dimensional International Hi | Add +1.5% | 2.66% | −0.07 |
| DFNM Dimensional National Muni BD | Add +3.8% | 1.50% | −0.08 |
| DFCF Dimensional Core Fixed Inc. | Add +1.8% | 2.18% | −0.19 |
| DFGP Dimensional GLBL Core PL Fix | Add +5.8% | 5.50% | −0.19 |
| DFIC Dimensional International Co. | Add +0.7% | 8.27% | −0.38 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +2.4% | 8.15% | −0.46 |
| VGIT Vanguard Intermediate-Term T | Add +0.3% | 4.87% | −0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $444.4M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q1 2026 | 24 | $402.3M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q4 2025 | 24 | $386.6M | DFAC, DFIC, DFGX, DFSV, DUHP |
| Q3 2025 | 23 | $367.5M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q2 2025 | 24 | $344.4M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q1 2025 | 21 | $319.3M | DFAC, DFGX, DFIC, DUHP, DFSV |
| Q4 2024 | 21 | $296.7M | DFAC, DFGX, DFIC, DUHP, DFSV |